# WORLDLY PARTNERS MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1904574. Source: https://holderbook.com/funds/1904574-worldly-partners-management-llc/

- Reported value: $122.4M
- Positions: 3
- Weight of the ten largest: 100.0%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $81.4M | 1,371,180 | 66.5% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $40.5M | 43,268 | 33.1% | 15 |
| CARDLYTICS INC | - | $519.9K | 115,798 | 0.4% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $122.4M | 3 |
| Q1 2026 | $118.4M | 3 |
| Q4 2025 | $134.1M | 3 |
| Q3 2025 | $167.5M | 3 |
| Q2 2025 | $182.4M | 3 |
| Q1 2025 | $176.7M | 3 |
| Q4 2024 | $191.1M | 3 |
| Q3 2024 | $210.5M | 3 |
| Q2 2024 | $186.3M | 3 |
| Q1 2024 | $212.2M | 3 |
| Q4 2023 | $180.2M | 3 |
| Q3 2023 | $156.7M | 4 |